London Value Investor Conference

The next London Value Investor Conference and House of Commons Dinner will take place on 14th May 2019 and tickets will go on sale in November 2018.

Since the inaugural event in 2012 our conferences have brought together well-known investors including Michael Price, Howard Marks, Neil Woodford CBE, Jean-Marie Eveillard, Anthony Bolton, Don Yacktman, Will Browne, David Harding and Jonathan Ruffer, as well as other investors running both large and small funds.

Since 2016 the London Value Investor Conference audience has also made nominations for a set of awards for Lifetime Achievement for Fund Managers, as well as awards for public company CEOs for capital allocation discipline. At the conference in May 2018, a prior winner of an award, Tim Martin of JD Wetherspoon joined the fund managers and others in the audience for a special session with William N. Thorndike titled The Outsiders – Unconventional CEOs, Capital Allocation Discipline and Shareholder Returns. An overview video of the event and photos from the 2018 conference are below.

2018 conference overview video

VALUE INVESTING

Value Investing was developed in the early Twentieth Century by Benjamin Graham and has been popularised in recent decades by the success of many investors who follow the approach, most notably Warren Buffett. It is now a well respected investment style in the US but is still a nascent sector of the investment universe elsewhere.

Numerous academic studies have shown that a disciplined value-based approach to investing in securities outperforms the market over the long term. It is under-pinned by research into behavioural investing which demonstrates both why it is so psychologically difficult to do (because it involves taking positions that are contrary to the received wisdom of the crowd) and why it is so financially rewarding when done well.

“What I like about it is that it is a practitioners conference and it’s an opportunity to come and hear from your peers about the work that they are doing and how they see value investing”Hassan Elmasry, Independent Franchise Partners

“I think people really look forward to it and enjoy it. There’s a good bunch of people here who have travelled a reasonable way – the speaker after me was from Hong Kong and there’s a big Canadian crew and a big US crew – people come from around the world to see this”Nate Dalton, Affiliated Managers Group

“If somebody’s already been through that process of seeing what the conference is about and then is willing to pay their money for the effort of coming here, that’s a great filtering process.”Gary Channon, Phoenix Asset Management

“The conference has become a part of the furniture of the London scene. You can discover that is what lies inside you – that you are innately a value investor.”Richard Oldfield, Oldfield Partners

“I do speak at a fair number of conferences to investor bases, this one is really quite a good list – some very, very good investors present and some very interesting speakers”Jon Moulton, Better Capital

“Definitely worth it and I know a number of people who have ‘ummed and arred’ about coming along and I’m sure that they will be regretting that they didn’t come today – and it’s only going to get better as far as I can see”Tim Green, Private Investor

“Having sat through the whole day as I wanted to come and hear all of the speakers – I’ve been really impressed by the quality”Anthony Bolton, Fidelity

“I’ve got a bunch of business cards to add to my collection and some folks I’ve been looking forward to meeting, plus some firms I didn’t even know existed but sound really interesting and I’m looking forward to building on that relationship base”Mason Morfit, ValueAct Capital

“You couldn’t find that anywhere else really, where you’re speaking to the principals who have been voted on to the Board [of Microsoft] to effect change”David Shapiro, Willis Towers Watson

“What I was impressed with is, because the subject is very similar, value investing, they found a variety of ways of attacking the same subject. I was also very impressed, having done this in another location, of seeing them stay on target time-wise so that it moves along at a great pace and I think the audience is greatly rewarded by that discipline”Don Yacktman, Yacktman Asset Management

“Very well organised and it was a treat for investors like us to hear some great speakers”Roli Saxena, Drona Capital

“I came last year and I liked it so much that I have been looking forward to today ever since”Dominique Levy, Sonian Capital

“We’e got a very sophisticated audience who are used to value investing – I think this is a good audience”David Samra, Artisan Partners

“The profile of the speakers is one of the main reasons that I came”Niels Borgen, Private Investor

“When you look at the ideas speakers have put forward in previous years and how they have performed over the last few years, they’ve done very well – if that performance continues it would be quite remarkable. It does show that you can pick up some good ideas at a conference of this sort”Jonathan Mills, Metropolis Capital

“I came last year as well and I thought that it was the most outstanding event that I have been to”Leon Boros, Equity Strategies

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